Intelligence Driven Advisers, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Intelligence Driven Advisers, LLC held in its portfolio 135 assets valued at $699,545,653 (i.e. $699.55M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($107.84M), ISHARES TR ($68.85M), and SPDR INDEX SHS FDS ($65.68M).
The chart below shows the top 10 valuable assets, and the table below shows the top 135 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Intelligence Driven Advisers, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1454009 | 107843826 | US EQUITY MARKET |
| ISHARES TR | 248596 | 68846157 | RUS TP200 GR ETF |
| SPDR INDEX SHS FDS | 724401 | 65681441 | MSCI EAFE STRTGC |
| ISHARES TR | 1042459 | 48516039 | CORE UNIVRSL USD |
| BLACKROCK ETF TRUST | 747352 | 45446471 | ISHARES US EQUIT |
| SCHWAB STRATEGIC TR | 1768966 | 44365676 | INT-TRM U.S TRES |
| INVESCO EXCH TRD SLF IDX FD | 662742 | 37882568 | RAFI STRATGIC US |
| SCHWAB STRATEGIC TR | 925147 | 24266609 | US BRD MKT ETF |
| VANGUARD SCOTTSDALE FDS | 499573 | 23519899 | MTG-BKD SECS ETF |
| PACER FDS TR | 346365 | 20840826 | US CASH COWS 100 |
| SPDR S&P 500 ETF TR | 29937 | 20414484 | TR UNIT |
| APPLE INC | 71033 | 19311138 | COM |
| EA SERIES TRUST | 345642 | 17721087 | FREEDOM 100 EM |
| AMERICAN CENTY ETF TR | 135386 | 13806646 | US SML CP VALU |
| ISHARES TR | 66256 | 13159738 | MSCI USA QLT FCT |
| ISHARES INC | 115224 | 8374462 | MSCI EMRG CHN |
| GLOBAL X FDS | 153047 | 7783970 | ARTIFICIAL ETF |
| INVESCO EXCHANGE TRADED FD T | 143106 | 6714535 | RAFI US 1000 ETF |
| SCHWAB STRATEGIC TR | 216133 | 5195837 | INTL EQTY ETF |
| BLACKROCK ETF TRUST | 140218 | 4669256 | ISHARES A I INNO |
| ISHARES TR | 11825 | 4574501 | RUSSELL 3000 ETF |
| DIMENSIONAL ETF TRUST | 92199 | 3506327 | US HIGH PROFITAB |
| J P MORGAN EXCHANGE TRADED F | 54509 | 3443895 | US QUALTY FCTR |
| ALPHABET INC | 10439 | 3275758 | CAP STK CL C |
| PIMCO ETF TR | 33101 | 3081041 | ACTIVE BD ETF |
| BERKSHIRE HATHAWAY INC DEL | 6016 | 3024138 | CL B NEW |
| NVIDIA CORPORATION | 15480 | 2886999 | COM |
| PIMCO ETF TR | 107189 | 2859794 | MULTISECTOR BD |
| MASTERCARD INCORPORATED | 4813 | 2747411 | CL A |
| VANGUARD INDEX FDS | 11646 | 2224270 | VALUE ETF |
| BOEING CO | 9710 | 2108214 | COM |
| VANGUARD SCOTTSDALE FDS | 31350 | 1841186 | SHORT TERM TREAS |
| ISHARES TR | 17841 | 1781959 | CORE US AGGBD ET |
| ISHARES TR | 2599 | 1779887 | CORE S&P500 ETF |
| MICROSOFT CORP | 3645 | 1762615 | COM |
| ISHARES TR | 3577 | 1692895 | RUS 1000 GRW ETF |
| ISHARES TR | 17618 | 1677586 | MBS ETF |
| INVESCO QQQ TR | 2680 | 1646306 | UNIT SER 1 |
| ISHARES TR | 21638 | 1502326 | U S EQUITY FACTR |
| META PLATFORMS INC | 2265 | 1495328 | CL A |
| INVESCO EXCHANGE TRADED FD T | 19260 | 1445463 | S&P500 QUALITY |
| GE AEROSPACE | 4405 | 1356804 | COM NEW |
| SPDR SERIES TRUST | 14373 | 1335951 | STATE STREET SPD |
| DIMENSIONAL ETF TRUST | 18992 | 1323154 | US SMALL CAP ETF |
| AMAZON COM INC | 5469 | 1262355 | COM |
| WELLS FARGO CO NEW | 13390 | 1247943 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 4022 | 1222246 | SPONSORED ADS |
| MERCK & CO INC | 11474 | 1207753 | COM |
| SELECT SECTOR SPDR TR | 20115 | 1101676 | STATE STREET FIN |
| PALANTIR TECHNOLOGIES INC | 5766 | 1024954 | CL A |
| NETFLIX INC | 10391 | 974223 | COM |
| BOOKING HOLDINGS INC | 174 | 931827 | COM |
| VANGUARD INDEX FDS | 2661 | 892208 | TOTAL STK MKT |
| VANGUARD TAX-MANAGED FDS | 13813 | 862898 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 1309 | 820919 | S&P 500 ETF SHS |
| ALPHABET INC | 2545 | 796585 | CAP STK CL A |
| SELECT SECTOR SPDR TR | 4952 | 766570 | STATE STREET HEA |
| ISHARES TR | 33006 | 759957 | US TREAS BD ETF |
| BROADCOM INC | 2185 | 756170 | COM |
| BRITISH AMERN TOB PLC | 13352 | 756016 | SPONSORED ADR |
| JPMORGAN CHASE & CO. | 2137 | 688706 | COM |
| APPLOVIN CORP | 1011 | 681232 | COM CL A |
| GE VERNOVA INC | 1027 | 671216 | COM |
| PGIM ETF TR | 13407 | 664852 | PGIM ULTRA SH BD |
| CITIGROUP INC | 5553 | 647980 | COM NEW |
| WALMART INC | 5117 | 570137 | COM |
| ISHARES INC | 24000 | 564720 | US POWER INFRAST |
| INVESCO EXCHANGE TRADED FD T | 5400 | 564516 | PHARMACEUTICALS |
| GENERAL MTRS CO | 6836 | 555904 | COM |
| ADOBE INC | 1564 | 547384 | COM |
| ISHARES TR | 8125 | 536250 | CORE S&P MCP ETF |
| ELI LILLY & CO | 486 | 522294 | COM |
| UBER TECHNOLOGIES INC | 6328 | 517061 | COM |
| FISERV INC | 7675 | 515530 | COM |
| ISHARES TR | 10100 | 509646 | TRS FLT RT BD |
| JOHN HANCOCK EXCHANGE TRADED | 7425 | 486189 | MULTIFACTOR MI |
| QUALCOMM INC | 2786 | 476545 | COM |
| BLUEROCK PVT REAL ESTATE FD | 30452 | 456780 | COM |
| LENNAR CORP | 4438 | 456226 | CL A |
| AMERICAN CENTY ETF TR | 3751 | 419287 | US EQT ETF |
| ISHARES TR | 6660 | 413919 | U.S. MED DVC ETF |
| VANGUARD INDEX FDS | 1466 | 409270 | MCAP GR IDXVIP |
| VANGUARD INDEX FDS | 1388 | 402825 | MID CAP ETF |
| HOME DEPOT INC | 1149 | 395287 | COM |
| ISHARES TR | 5414 | 386614 | EAFE VALUE ETF |
| ISHARES TR | 4541 | 384350 | CORE MSCI TOTAL |
| ISHARES TR | 3617 | 379785 | GLOBAL TECH ETF |
| MICRON TECHNOLOGY INC | 1296 | 369891 | COM |
| LOWES COS INC | 1520 | 366563 | COM |
| SELECT SECTOR SPDR TR | 2520 | 362804 | STATE STREET TEC |
| GILEAD SCIENCES INC | 2897 | 355611 | COM |
| ALTRIA GROUP INC | 6060 | 349447 | COM |
| VANGUARD INDEX FDS | 1939 | 343854 | MCAP VL IDXVIP |
| INVESCO EXCH TRADED FD TR II | 2877 | 343284 | S&P 500 MOMNTM |
| FIRST TR EXCHANGE-TRADED FD | 6732 | 310211 | SHS |
| LAM RESEARCH CORP | 1685 | 288438 | COM NEW |
| ISHARES TR | 3021 | 284457 | MSCI USA MIN VOL |
| HCA HEALTHCARE INC | 602 | 281050 | COM |
| SCHWAB STRATEGIC TR | 10420 | 280402 | US LRG CAP ETF |
| KLA CORP | 228 | 277038 | COM NEW |
| AMERICAN INTL GROUP INC | 3204 | 274102 | COM NEW |
| SELECT SECTOR SPDR TR | 6000 | 272100 | STATE STREET MAT |
| SEAGATE TECHNOLOGY HLDNGS PL | 958 | 263824 | ORD SHS |
| TESLA INC | 586 | 263459 | COM |
| GLOBAL X FDS | 7200 | 260856 | RBTCS ARTFL INTE |
| VISTRA CORP | 1592 | 256837 | COM |
| VANGUARD INDEX FDS | 1206 | 255329 | SM CP VAL ETF |
| COMCAST CORP NEW | 8436 | 252160 | CL A |
| ISHARES TR | 764 | 246932 | RUS 2000 GRW ETF |
| TAKEDA PHARMACEUTICAL CO LTD | 15419 | 240382 | SPONSORED ADS |
| SUNCOR ENERGY INC NEW | 5396 | 239367 | COM |
| VALERO ENERGY CORP | 1460 | 237673 | COM |
| BRISTOL-MYERS SQUIBB CO | 4376 | 236043 | COM |
| CATERPILLAR INC | 409 | 234357 | COM |
| EXXON MOBIL CORP | 1937 | 233040 | COM |
| ISHARES TR | 927 | 232037 | MSCI USA MMENTM |
| DOORDASH INC | 1013 | 229424 | CL A |
| SCHWAB STRATEGIC TR | 7210 | 227187 | FUNDAMENTAL US S |
| ISHARES TR | 3917 | 225071 | CALIF MUN BD ETF |
| BARCLAYS PLC | 8805 | 224087 | ADR |
| SCHWAB STRATEGIC TR | 6197 | 223464 | FUNDAMENTAL EMER |
| TJX COS INC NEW | 1444 | 221739 | COM |
| AMGEN INC | 666 | 217827 | COM |
| UNITEDHEALTH GROUP INC | 659 | 217542 | COM |
| GENERAL DYNAMICS CORP | 627 | 211086 | COM |
| SELECT SECTOR SPDR TR | 1770 | 208364 | STATE STREET COM |
| ISHARES TR | 1807 | 205853 | EAFE GRWTH ETF |
| OREILLY AUTOMOTIVE INC | 2251 | 205277 | COM |
| HUNTINGTON INGALLS INDS INC | 600 | 204042 | COM |
| CHEVRON CORP NEW | 1320 | 201181 | COM |
| TIDAL TRUST II | 10094 | 147473 | YIELDMAX NVDA |
| WIPRO LTD | 20791 | 59046 | SPON ADR 1 SH |
| LG DISPLAY CO LTD | 13744 | 57862 | SPONS ADR REP |
| GRAB HOLDINGS LIMITED | 11549 | 57630 | CLASS A ORD |
| ENEL CHILE S.A. | 11610 | 46672 | SPONSORED ADR |
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